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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,004 | $165,939-87.3% | $122,354-82.8% | $147,585-85.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 5.71% | 34.56%-28.8pp | 30.28%-24.6pp | 578.58%-572.9pp |
| Employer contribution / active EE | $6,058 | $5,754+5.3% | $4,051+49.5% | $4,876+24.2% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $14 | $7,425-99.8% | $5,479-99.7% | $10,886-99.9% |